|
5401
|
Godfrey Financial Associates
Glenmont,
New York
|
$325K
|
-$21K
|
20
|
0.25%
|
Reduced
|
|
|
5402
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$325K
|
+$33.7K
|
1
|
0.1%
|
Increased
|
|
|
5403
|
Arlington Partners
Birmingham,
Alabama
|
$325K
|
+$12.2K
|
1
|
0.59%
|
Increased
|
|
|
5404
|
Mason Investment Advisory Services
Reston,
Virginia
|
$324K
|
-$15.3K
|
1
|
0.01%
|
Reduced
|
|
|
5405
|
ASB Consultores
Aventura,
Florida
|
$324K
|
$0
|
1
|
0.49%
|
Maintained
|
|
|
5406
|
Balance Wealth
Delaware,
Ohio
|
$323K
|
+$47K
|
1
|
0.09%
|
Increased
|
|
|
5407
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$323K
|
+$247K
|
8
|
0.13%
|
Increased
|
|
|
5408
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$323K
|
-$340
|
6
|
0.08%
|
Reduced
|
|
|
5409
|
Ackerman Capital Advisors
Dallas,
Texas
|
$323K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
5410
|
Aspect Partners
Fairfax,
Virginia
|
$323K
|
+$1.36K
|
11
|
0.12%
|
Increased
|
|
|
5411
|
Resolute Advisors
San Francisco,
California
|
$322K
|
-$102K
|
1
|
0.08%
|
Reduced
|
|
|
5412
|
Lifestyle Asset Management
Friendswood,
Texas
|
$322K
|
-$685
|
1
|
0.09%
|
Reduced
|
|
|
5413
|
Valor Management
Chicago,
Illinois
|
$321K
|
$0
|
1
|
0%
|
Maintained
|
|
|
5414
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$320K
|
+$260K
|
2
|
0.05%
|
Increased
|
|
|
5415
|
Columbia River Financial Group
Vancouver,
Washington
|
$320K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
5416
|
Chaney Capital Management
Lynnwood,
Washington
|
$319K
|
+$12.3K
|
1
|
0.1%
|
Increased
|
|
|
5417
|
REDW Wealth
Albuquerque,
New Mexico
|
$319K
|
+$21.5K
|
1
|
0.11%
|
Increased
|
|
|
5418
|
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
|
$319K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
5419
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$319K
|
+$2.04K
|
1
|
0.14%
|
Increased
|
|
|
5420
|
Safe Harbor Family Capital
Chapel Hill,
North Carolina
|
$319K
|
+$2.04K
|
1
|
0.21%
|
Increased
|
|
|
5421
|
AGP Franklin
Franklin,
Tennessee
|
$318K
|
-$1.01M
|
1
|
0.14%
|
Reduced
|
|
|
5422
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$318K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
5423
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$318K
|
+$9.2K
|
1
|
0.13%
|
Increased
|
|
|
5424
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$317K
|
+$2.04K
|
1
|
0.07%
|
Increased
|
|
|
5425
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$317K
|
-$182K
|
1
|
0.07%
|
Reduced
|
|